← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1001	NFP Narus Financial Partners Salt Lake City, Utah	$226K	+$7.21K	1	0.22%	Increased
1002	Fiera Capital (Canada) Montreal, Quebec, Canada	$224K	+$8.97K	1	0%	Increased
1003	MBT Monroe Bank & Trust Monroe, Michigan	$223K	-$59.9K	2	0.07%	Reduced
1004	Douglass Winthrop Advisors New York	$222K	$0	1	0.01%	Maintained
1005	I IberiaBank Lafayette, Louisiana	$222K	$0	1	0.07%	Maintained
1006	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$222K	-$227K	1	0.01%	Reduced
1007	Curi RMB Capital Chicago, Illinois	$220K	+$216K	1	0.01%	New
1008	NPC National Planning Corporation El Segundo, California	$219K	+$7.98K	1	0.02%	Increased
1009	Spot Trading Chicago, Illinois	$218K	-$1.47M	2	0.01%	Reduced
1010	Exencial Wealth Advisors Oklahoma City, Oklahoma	$216K	+$6.51K	1	0.09%	Increased
1011	Waldron Private Wealth Bridgeville, Pennsylvania	$216K	+$214K	1	0.05%	New
1012	Mizuho Securities USA New York	$214K	-$1.13M	1	0.01%	Reduced
1013	MMG Monetary Management Group St Louis, Missouri	$211K	-$32.3K	3	0.09%	Reduced
1014	SAM Shikiar Asset Management New York	$211K	-$41.3K	1	0.1%	Reduced
1015	Capital Advisors Inc Tulsa, Oklahoma	$208K	$0	1	0.01%	Maintained
1016	KA Kovack Advisors Ft. Lauderdale, Florida	$207K	$0	1	0.08%	Maintained
1017	DSC Duncker Streett & Co St. Louis, Missouri	$206K	-$26.3K	4	0.06%	Reduced
1018	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$206K	$0	1	0.02%	Maintained
1019	Greenleaf Trust Kalamazoo, Michigan	$205K	+$201K	1	0%	New
1020	Sequoia Financial Advisors Akron, Ohio	$205K	-$2.07K	1	0.03%	Reduced
1021	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$204K	-$66.2K	1	0.04%	Reduced
1022	Wilmington Savings Fund Society Wilmington, Delaware	$204K	-$7.14K	1	0.01%	Reduced
1023	Bridges Investment Management Omaha, Nebraska	$203K	-$890K	1	0.03%	Reduced
1024	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$203K	-$9.92K	1	0.16%	Reduced
1025	BCM Birmingham Capital Management Birmingham, Alabama	$202K	-$12K	1	0.08%	Reduced